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Franklin US Mid Cap Multifactor Index ETF

147 hedge funds and large institutions have $987M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

192% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $784M → $987M (+$204M)

15% more funds holding

Funds holding: 128147 (+19)

0.83% more ownership

Funds ownership: 76.05%76.87% (+0.83%)

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
76
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
26
Financial Partners Group (Kansas)
Kansas
$7.11M +$372K +6,621 +5%
AAS
27
Avantax Advisory Services
Texas
$7M +$392K +6,965 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$6.77M -$4.6M -81,815 -40%
BFF
29
Byrne Financial Freedom
Massachusetts
$6.62M +$6.86M +121,895 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.41M +$4.04M +71,757 +155%
KFSN
31
Keystone Financial Services (Nebraska)
Nebraska
$6.35M +$6.58M +117,001 New
KPWS
32
Kestra Private Wealth Services
Texas
$5.95M +$504K +8,955 +9%
SCA
33
Snowden Capital Advisors
New York
$5.92M +$81.4K +1,448 +1%
IA
34
IFP Advisors
Florida
$5.77M +$355K +6,316 +6%
LWL
35
Leo Wealth LLC
Texas
$5.21M +$591K +10,508 +12%
BCM
36
Beaumont Capital Management
Massachusetts
$5.21M -$333K -5,914 -6%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$5.02M -$725K -12,890 -12%
TNB
38
Thomasville National Bank
Georgia
$5.02M +$48.4K +861 +0.9%
FCM
39
Family Capital Management
Michigan
$4.58M +$221K +3,926 +5%
GWM
40
Geneos Wealth Management
Colorado
$4.22M -$1.47M -26,136 -25%
KAS
41
KPP Advisory Services
Kentucky
$4.16M +$71.1K +1,265 +2%
CAC
42
Certified Advisory Corp
Florida
$3.7M +$229K +4,063 +6%
KAS
43
Kestra Advisory Services
Texas
$3.62M -$1.34M -23,772 -26%
Goldman Sachs
44
Goldman Sachs
New York
$3.52M +$3.65M +64,813 New
Jones Financial Companies
45
Jones Financial Companies
Missouri
$3.49M +$2.11M +37,465 +140%
EH
46
Equitable Holdings
New York
$3.39M -$40.4K -719 -1%
KFP
47
KMG Fiduciary Partners
Ohio
$3.37M +$275K +4,892 +9%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.66M +$305K +5,427 +12%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.65M +$867K +15,423 +46%
BW
50
Bison Wealth
Georgia
$2.64M -$1.05M -18,659 -28%

FLQM Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q4 2024, worth a combined $987M — up 26% from $784M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLQM positions and 10 closed out — a net gain of 22 holders — while 76 added to existing stakes and 26 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $53.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.6M.

  • 147 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q4 2024, up from 128 in Q3 2024.
  • Funds reported $987M of Franklin US Mid Cap Multifactor Index ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 32 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q4 2024 and 10 closed out, a net change of +22 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q4 2024 was Orgel Wealth Management, an estimated $53.9M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2024.